AUMdb

The Baldwin School Of P.R. Profit Sharing Plan

Sponsored by Baldwin School · EIN 660272821 · Plan #001

Total assets
$13.1M
Net assets
$13.1M
Active participants
151
With balances
200

Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Bppr Popular Fiduciary Services Trustee (institutional), Recordkeeping fees $0